MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $402,000 | -33.8% | 67,616 | -24.0% | 0.03% | -28.3% |
| Q2 2022 | $607,000 | -62.8% | 88,913 | -59.7% | 0.05% | -76.0% |
| Q1 2020 | $1,633,000 | -67.1% | 220,718 | -62.6% | 0.19% | -59.8% |
| Q4 2019 | $4,971,000 | -38.2% | 590,401 | -39.0% | 0.48% | -41.1% |
| Q3 2019 | $8,038,000 | -39.1% | 967,220 | -40.3% | 0.81% | -41.2% |
| Q2 2019 | $13,203,000 | -8.5% | 1,619,964 | -11.3% | 1.38% | -10.6% |
| Q1 2019 | $14,435,000 | +5.1% | 1,827,223 | -2.5% | 1.54% | -3.2% |
| Q4 2018 | $13,735,000 | -15.8% | 1,873,767 | -14.7% | 1.60% | -11.7% |
| Q3 2018 | $16,303,000 | -8.1% | 2,195,806 | -1.8% | 1.81% | -7.8% |
| Q2 2018 | $17,739,000 | -5.4% | 2,237,010 | -3.2% | 1.96% | -5.6% |
| Q1 2018 | $18,756,000 | -11.6% | 2,309,796 | -7.6% | 2.08% | -11.7% |
| Q4 2017 | $21,206,000 | -18.2% | 2,500,690 | -16.3% | 2.35% | -21.7% |
| Q3 2017 | $25,916,000 | -13.0% | 2,989,152 | -13.3% | 3.00% | -14.1% |
| Q2 2017 | $29,779,000 | -16.1% | 3,446,653 | -16.6% | 3.49% | -19.1% |
| Q1 2017 | $35,479,000 | -2.2% | 4,135,102 | -2.9% | 4.32% | -7.9% |
| Q4 2016 | $36,266,000 | -4.1% | 4,256,525 | -2.8% | 4.68% | -4.3% |
| Q3 2016 | $37,835,000 | +3.9% | 4,379,082 | +1.1% | 4.89% | -7.4% |
| Q2 2016 | $36,412,000 | +5.5% | 4,329,781 | -4.4% | 5.28% | +24.5% |
| Q1 2016 | $34,526,000 | +1.9% | 4,531,033 | +1.9% | 4.24% | +2.2% |
| Q4 2015 | $33,870,000 | +16.8% | 4,444,848 | +18.8% | 4.15% | +16.9% |
| Q3 2015 | $28,991,000 | +2.8% | 3,740,824 | +12.4% | 3.55% | +7.8% |
| Q2 2015 | $28,189,000 | – | 3,328,133 | – | 3.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |